Brendon Frazier is a financial advisor at Creative Planning with five years of industry experience. He holds a Series 65 designation and has worked previously at Empower Advisory Group and Personal Capital Advisors Corporation. Frazier serves in the Colorado Army National Guard, a role he has held since 2015. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

James Rose is a financial advisor at Mercer Global Advisors Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Goldman Sachs, Fisher Investments, and J.P. Morgan. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach focusing on globally diversified, risk-appropriate portfolios constructed with low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Anthony Leto is a financial advisor at D.A. Davidson & Co. in Edina, MN, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 12 years before joining D.A. Davidson in 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under the Advisers Act fiduciary standard.

Brent Lange is a financial advisor at Mariner Wealth Advisors with seven years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Mariner in 2021, he worked at Carlson Capital Management LLC, Merrill, Bank of America, N.A., and the Office of the Comptroller of the Currency. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party allocations, with an emphasis on tax and accounting integration and specialized operational services such as family office and employer financial wellness solutions.

Ricky Mahlum is a financial advisor with Independent Financial Group, LLC in Plymouth, MN, holding a Series 63 designation and 41 years of industry experience. He has been with Independent Financial Group since 2011. Outside of his advisory role, Mahlum operates as a licensed insurance agent offering various insurance products and is the sole owner of a marketing DBA, Lighthouse Investor Services. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of firm- and third-party models for portfolio management, blending passive and active strategies across a range of risk profiles.

Kristin Larson is a Series 66-licensed financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. She previously worked at UBS Financial Services for nine years before joining Sanctuary Advisors in 2025. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing multiple investment approaches and acting as a fiduciary when a written advisory agreement is in place.

Eugene Larkin is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at J.W. Cole Financial, Inc. and New Era Financial Group, Inc. Larkin is also the owner of a baseball-related business in Edina, Minnesota. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research that incorporates quantitative and fundamental analysis.

Jason Ahlgren is a CFP® and ChFC® professional with 20 years of industry experience. He has worked at firms including IMST Distributors, Riverbridge Partners, Ameriprise, and Thrivent Investment Management before joining Wealth Enhancement Advisory Services, LLC. Outside of advisory work, he co-owns a recruiting firm, produces cocktail tutorial videos, and serves on finance and audit committees for nonprofit organizations such as the Animal Humane Society and Be The Match. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and emphasizes diversified, risk-class based investment strategies combining passive and active managers, supported by an internal Investment Committee and a range of implementation tools.

Trenton Hazen is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at Nepsis, Inc., Michael Erpelding, and Northwestern Mutual Investment Services. He also serves as a Retirement Plan Specialist focused on employer-sponsored plans such as 401(k)s and SEP IRAs. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Jack Helmich is a financial advisor with &Partners in Bloomington, MN, holding Series 65 and Series 63 licenses. He has less than one year of industry experience and has held prior roles including positions at Provision Financial Group and Virginia Tech. Outside of finance, he has worked with Doordash Inc and has experience in various other roles during his academic career. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, and corporations. The firm offers a range of investment management and advisory services using both proprietary and third-party strategies, employing fundamental, technical, and quantitative analysis with ongoing account monitoring.

Shawn Nelson is a financial advisor at TLG Advisors, Inc. with 33 years of industry experience. He holds a Series 63 designation and has worked with firms including Nelson Financial Partners, The Leaders Group Inc, and Strategic Benefits Group Inc. Nelson is also the owner of Nelson Financial Partners, where he is involved in fixed insurance and security product sales. TLG Advisors, Inc. serves a diverse client base ranging from individuals to institutional investors, providing investment supervisory services, portfolio management, and fiduciary services for ERISA-qualified retirement plans. The firm’s investment approach emphasizes manager selection and monitoring through fundamental analysis and Modern Portfolio Theory, and it offers both sub-advisor managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Besiana Kingji is a financial advisor at Wealth Enhancement Advisory Services, LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wealth Enhancement since 2020, including roles at affiliated entities and LPL Financial. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans, offering financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Nathan Wenner is a financial advisor at Creative Planning with 23 years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. Prior to joining Creative Planning in 2022, he worked at Wipfli Financial Advisors for four years and Hewins Financial Advisors for sixteen years. Wenner is involved in overseeing the wind down of Wipfli Financial Advisors, a business acquired by Creative Planning. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, tax-loss harvesting, and selective private market exposure while offering institutional and retirement plan services through a network of more than 1,100 advisors.

Deborah Novatney is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. She has worked at firms including U.S. Bancorp Investments and LPL Financial prior to her current role. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a broad range of clients, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Christopher Simenson is a financial advisor at Valic Financial Advisors with five years of industry experience. He holds a Series 66 designation and has worked at firms including Agia, Edward Jones, and Pacific Union Financial. Outside of his advisory role, he is involved in indoor golf entertainment consulting through his ownership of SSGS, LLC and a consultant position with Sota Sims Golf, LLC. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

Harold Kim is a financial advisor at The Huntington Investment Company with a Series 66 designation and no prior industry experience before joining the firm. He worked previously at The Huntington National Bank and BMO Financial Group. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs on the Envestnet MAS platform through an open-architecture model that includes third-party sub-managers and affiliate private bank strategies.

Thomas Miller is a financial advisor at Private Advisor Group, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial Group and Waddell & Reed. Miller provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm employs a fiduciary-based advisory model that incorporates both proprietary and third-party investment strategies and technology platforms.

Shad Ketcher is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 license and bringing 30 years of industry experience. His prior roles include positions at J.W. Cole Advisors, Inc., New Era Financial Group, Inc., and LPL Financial. Outside of his advisory work, he serves as an agent for a non-variable insurance business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, guided by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized consulting services.

Philip Burfeind is a CFP® with six years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2022. His prior experience includes roles at Great Waters Wealth Management, Advisornet Wealth Management, and DST Systems. Outside of his advisory work, he is a general partner in Teranord Capital LLC, a real estate company. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services and additional financial wellness offerings.

Michael Vitale is a CFP® professional with 35 years of industry experience. He is currently with Private Advisor Group, LLC and has prior experience at Investors Financial Group and LPL Financial Corporation. He operates Wealth Architects, Inc., an independent investment advisory business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm uses a fiduciary-based model combining client goals with access to proprietary and third-party investment strategies and technology platforms.